Core Viewpoint - The recent surge in the communication sector, particularly driven by the performance of the Communication ETF (515880), indicates a positive trend in the market, with significant gains in related stocks and a favorable outlook for the AI-driven computing industry [1][3]. Group 1: Market Performance - The Shanghai and Shenzhen markets are experiencing high-level fluctuations, with the ChiNext Index rising by 1.15% [1]. - The Communication ETF (515880) has seen an increase of nearly 2.89%, with key holdings like Ruijie Networks and Industrial Fulian approaching their daily limit [1]. Group 2: AI Catalysts - Nvidia's market capitalization reached a historic high of $3.92 trillion, surpassing Apple's previous record, which has positively impacted related stocks in the domestic supply chain [3]. - CoreWeave has deployed Nvidia's GB300NVL72 system, achieving a 50-fold increase in output compared to the previous generation [3]. Group 3: Company Performance - Century Internet has raised its revenue guidance from 9.1-9.3 billion yuan (10%-13% year-on-year growth) to 9.15-9.35 billion yuan (11%-13% year-on-year growth), driven by faster-than-expected entry of wholesale IDC customers and improved operational efficiency [3]. Group 4: Investment Opportunities - The AI training demand is resonating globally, suggesting an increase in the prosperity of related computing power sectors, including optical modules, copper connections, AIDC, and liquid cooling [3]. - The Communication ETF (515880) tracks the communication equipment index and has shown a performance increase of 8.52% since April 1, 2025, outperforming the 800 communication and 5G communication indices [4].

7月7日，A股市场走势分化，前期活跃的光模块CPO、光通信、东数西算等AI算力概念回调居前。截至 14:13，5G通信ETF（515050）跌超1.5%，盘中资金交易活跃，成交额超2亿元，持仓股东山精密、歌尔 股份、天孚通信、沪电股份等跌超3%。 （文章来源：每日经济新闻） 华泰证券研报指出，近期，海内外AI出现多项催化事件。（1）英伟达市值创历史新高。7月4日，公司 股价一度上涨至160.98美元，市值达到3.92万亿美元，超越苹果此前3.915万亿美元的记录，带动国内产 业链相关标的股票涨幅。（2）CoreWeave率先部署英伟达GB300NVL72系统，与上一代英伟达Hopper 架构相比，推理模型的输出量提高50倍。（3）世纪互联上调业绩指引，其中将净收入由原指引91亿 ~93亿元（同比增速10%~13%）上调至91.5亿~93.5亿元（同比增速11%~13%），主要原因在于批发IDC 客户的进入速度超预期以及运营效率的持续提升。海内外AI训推需求正在共振，相关算力板块景气度 或提升，建议关注海内外算力配套产业链的投资机会，板块包括光模块、铜连接、AIDC、交机、液冷 等。 资料显示，5G通信ETF（ ...

今日投资机会解析 空调需求景气向好 上周五，沪指盘中在银行、保险板块的带动下强势拉升，一度涨逾1%逼近3500点；深证成指、创业板 指午后冲高回落翻绿，北证50指数跌近2%。截至收盘，沪指涨0.32%报3472.32点，深证成指跌0.25%报 10508.76点，创业板指跌0.36%报2156.23点，北证50指数跌1.88%；沪深北三市合计成交14547亿元，较 此前一日增加逾1200亿元。行业方面，有色、化工、汽车、石油、半导体等板块走低，海洋经济、固态 电池、稀土、锂电池概念等下挫；银行、电力、保险板块拉升，数字货币、创新药、人脑工程概念等活 跃。 2025年6月我国气温创下历史同期最高纪录，6月17日为2025年第一个高温日，相较于去年提前约半个 月。截至7月4日，中国气象局已发布多个高温健康风险预警。同时，欧洲也遭遇极端高温天气。西班牙 局部气温达到46℃，打破1965年以来纪录。海外来看，法国创下40.9℃的6月气温新高。 中信建投（601066）证券表示，上证指数创2025年以来新高，主要系三维度利好共振：海内外宏观环境 持续改善、市场情绪持续高涨、半年报业绩预告进一步验证新经济领域增长动能。中 ...